Catherine Walding, financial advisor Dothan AL
90 score

Catherine Walding

CRD Number: 6160581
Current Firm: Capsouth Partners, Inc.

Catherine Walding (CRD# 6160581) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Dothan, AL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Capsouth Partners Dothan, AL Nov 2010 - Current 6
Wallace Community College Dothan, AL Aug 2010 - Dec 2010 < 1
Cochran Firm Dothan, AL May 2009 - Sep 2010 1
Unemployed Dothan, AL Oct 2008 - May 2009 < 1
Dothan Convention & Visitors Bureau Dothan, AL Aug 2007 - Oct 2008 1
Unemployed Dothan, AL Mar 2007 - Aug 2007 < 1
Manchester Arms College Park, GA Aug 2006 - Mar 2007 < 1
Fumc Atlanta, GA Apr 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Catherine H. Walding
Phone Number: 334.673.8600
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    598
    MILLIONS
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $975,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, FL, GA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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